PAVmed Inc.
PAVM- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001624326
No open-market purchases or sales by PAVmed Inc. insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $5.56M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in PAVmed Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +7 vs. Q2 2023
- Shares held
- 12.5M
- +3.19M (+34.3%) vs. Q2 2023
- Total value
- $3.67M
- −$112.8K (−3.0%) vs. Q2 2023
- New holders
- 11
- 13 more added
- Sold out
- 4
- 15 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 19 | $5.56M |
| Q1 2026 | 21 | $5.26M |
| Q4 2025 | 32 | $468.8K |
| Q3 2025 | 36 | $677.4K |
| Q2 2025 | 32 | $755.8K |
| Q1 2025 | 31 | $873.5K |
| Q4 2024 | 26 | $653.8K |
| Q3 2024 | 22 | $1.38M |
| Q2 2024 | 26 | $931.9K |
| Q1 2024 | 24 | $2.03M |
| Q4 2023 | 26 | $3.10M |
| Q3 2023 | 65 | $3.67M |
| Q2 2023 | 58 | $3.78M |
| Q1 2023 | 61 | $3.76M |
| Q4 2022 | 64 | $4.62M |
| Q3 2022 | 73 | $10.9M |
| Q2 2022 | 76 | $11.5M |
| Q1 2022 | 96 | $27.0M |
| Q4 2021 | 108 | $65.5M |
| Q3 2021 | 109 | $198.9M |
| Q2 2021 | 101 | $134.7M |
| Q1 2021 | 92 | $80.8M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 730 | $0 | 0.00% | −122−14.3% | Reduced |
| Cutler Group LP | 1,318 | $0 | 0.00% | −600−31.3% | Reduced |
| Qube Research & Technologies Ltd | 4 | $1 | 0.00% | +4 | New |
| Thompson Investment Management, Inc. | 50 | $15 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $25 | 0.00% | +86 | New |
| Bank of America Corp | 100 | $29 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 110 | $32 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 347 | $103 | 0.00% | +97+38.8% | Added |
| US Bancorp | 500 | $147 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $295 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,200 | $354 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $589 | 0.00% | +2,000 | New |
| Advisor Group Holdings, Inc. | 4,425 | $1.30K | 0.00% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 10,000 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 10,000 | $2.95K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,870 | $3.20K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,019 | $3.25K | 0.00% | +832+8.2% | Added |
| Axiom Advisory, LLC | 11,021 | $3.25K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,344 | $3.34K | 0.00% | −470−4.0% | Reduced |
| Whitcomb & Hess, Inc. | 12,500 | $3.68K | 0.00% | +1,000+8.7% | Added |
| CIBC Private Wealth Group, LLC | 12,535 | $3.69K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 14,592 | $4.30K | 0.00% | −2,200−13.1% | Reduced |
| Glenmede Trust Co NA | 15,000 | $4.42K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,318 | $4.51K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 15,440 | $4.55K | 0.00% | +15,440 | New |
| Simplex Trading, LLC | 18,336 | $5.00K | 0.00% | +1,067+6.2% | Added |
| Integrated Wealth Concepts LLC | 25,190 | $7.42K | 0.00% | −5,000−16.6% | Reduced |
| BluePath Capital Management, LLC | 29,038 | $8.55K | 0.01% | +29,038 | New |
| WealthPLAN Partners, LLC | 32,335 | $9.53K | 0.00% | +5,000+18.3% | Added |
| XTX Topco Ltd | 32,677 | $9.63K | 0.00% | +32,677 | New |
| Millennium Management LLC | 32,876 | $9.69K | 0.00% | −60,800−64.9% | Reduced |
| Glassman Wealth Services | 34,779 | $10.2K | 0.00% | +34,779 | New |
| Bank of New York Mellon Corp | 34,885 | $10.3K | 0.00% | −68,224−66.2% | Reduced |
| Jane Street Group, LLC | 38,595 | $11.4K | 0.00% | +38,595 | New |
| Private Advisor Group, LLC | 40,000 | $11.8K | 0.00% | −334−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 51,710 | $15.3K | 0.00% | +26,140+102.2% | Added |
| Flputnam Investment Management Co | 51,800 | $15.3K | 0.00% | +51,800 | New |
| Two Sigma Securities, LLC | 53,024 | $15.6K | 0.00% | +53,024 | New |
| Tradition Wealth Management, LLC | 52,900 | $16.0K | 0.00% | 00.0% | Unchanged |
| King Wealth | 54,500 | $16.0K | 0.00% | +32,500+147.7% | Added |
| Morgan Stanley | 56,239 | $16.6K | 0.00% | −24,036−29.9% | Reduced |
| Pallas Capital Advisors LLC | 64,239 | $16.8K | 0.00% | +16,000+33.2% | Added |
| Buckingham Strategic Wealth, LLC | 70,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 70,066 | $21.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 79,503 | $23.4K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 89,000 | $26.2K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 97,159 | $28.6K | 0.00% | −3,000−3.0% | Reduced |
| First Wilshire Securities Management Inc | 100,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 107,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 108,857 | $32.1K | 0.00% | −8,700−7.4% | Reduced |
| Lido Advisors, LLC | 120,000 | $35.4K | 0.00% | +50,000+71.4% | Added |
| Resources Investment Advisors, LLC. | 124,910 | $36.8K | 0.00% | −22,069−15.0% | Reduced |
| Raymond James & Associates | 137,760 | $40.6K | 0.00% | +104,717+316.9% | Added |
| Northern Trust Corp | 138,783 | $40.9K | 0.00% | −12,824−8.5% | Reduced |
| Verition Fund Management LLC | 141,029 | $41.5K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 149,750 | $44.1K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 154,991 | $45.7K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 281,389 | $82.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 301,596 | $88.9K | 0.00% | −47,277−13.6% | Reduced |
| Valeo Financial Advisors, LLC | 322,272 | $94.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 826,089 | $243.4K | 0.00% | +91,615+12.5% | Added |
| First Manhattan Co | 1,000,000 | $294.6K | 0.00% | +1,000,000 | New |
| BlackRock Inc. | 1,123,775 | $331.1K | 0.00% | −1,428−0.1% | Reduced |
| Ayrton Capital LLC | 2,244,235 | $661.2K | 4.50% | +1,794,635+399.2% | Added |
| Vanguard Group Inc | 3,806,574 | $1.12M | 0.00% | +103,890+2.8% | Added |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |